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Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. The Financial Life Continuum. 160;The Financial Life Continuum© is the foundation of the work we do.  Each arch in our logo represents a stage along this continuum. Want-Based vs. Need-Based Planning. We work with our clients on the basis of what they WANT.  What do you WANT Retirement to look like? What do you WANT your Legacy to be? This mat...

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Home | Andy Upchurch, RHU, REBC | continuumfinancialsolutions.com Reviews

https://continuumfinancialsolutions.com

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. The Financial Life Continuum. 160;The Financial Life Continuum© is the foundation of the work we do.  Each arch in our logo represents a stage along this continuum. Want-Based vs. Need-Based Planning. We work with our clients on the basis of what they WANT.  What do you WANT Retirement to look like? What do you WANT your Legacy to be? This mat...

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Insurance | Andy Upchurch, RHU, REBC

http://www.continuumfinancialsolutions.com/resource-center/insurance

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. Insuring Your Second Home.

2

Disability Insurance Quote | Andy Upchurch, RHU, REBC

http://www.continuumfinancialsolutions.com/disability-insurance-quote

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. 7930 West Kenton Circle. Series 6, 7, 63. Check the background of your financial professional on FINRA's BrokerCheck. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member  FINRA,. 160; OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, 704-552-8507. California Insurance ID # 0J16930.

3

Investment | Andy Upchurch, RHU, REBC

http://www.continuumfinancialsolutions.com/resource-center/investment

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Have A Question About This Topic? 16 Wall Street Cliches in 60 Seconds. The Big Picture Yellen Walks Steady Line. Succes...

4

Physicians-in-Training | Andy Upchurch, RHU, REBC

http://www.continuumfinancialsolutions.com/medical-residents

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. For the Physician-in-Training, this conversation begins with disability income insurance. Why? Many of the Residents we meet, have future plans to purchase/own their own practice, or to be a partner in a multi-physician group. This will more likely than not require the assistance of a quality banker. Beginning to make smart decisions w...We ar...

5

Dentist-in-Transition | Andy Upchurch, RHU, REBC

http://www.continuumfinancialsolutions.com/dentist-in-transition

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. Begin with the End in mind. This is how we operate from the time you are finishing up Dental School, to the day you decide to begin the next chapter in your life. Things to consider:. Is this the right time to sell? Should you sell at all? Do you have enough to live like you've always wanted to live in retirement? As our client, you shouldn't ...

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Strategic Partners - Practice Valuation Group

http://practicevaluationgroup.com/who-we-are/strategic-partners

PVG created a number of strategic alliances to help our clients tackle non-valuation questions. The professionals in our strategic alliance have decades of experience in insurance, computing, billing and collecting, and managed care consulting. If I could solve all of the problems, I would.”. Thomas Edison, when asked why he had twenty one assistants. 124; Who We Are. 124; What We Do. 124; Case Studies. 124; PDF Library. 124; Contact Us. Practice Valuation Group Website by integritive : Asheville, NC.

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Home | Andy Upchurch, RHU, REBC

Andy Upchurch, RHU, REBC. Micro Advisor vs. Continuum Advisor. The Financial Life Continuum. Want-Based Planning vs. Need-Based Planning. The Living Balance Sheet. The Financial Life Continuum. 160;The Financial Life Continuum© is the foundation of the work we do.  Each arch in our logo represents a stage along this continuum. Want-Based vs. Need-Based Planning. We work with our clients on the basis of what they WANT.  What do you WANT Retirement to look like? What do you WANT your Legacy to be? This mat...

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